How do I know if I’m a good fit?
We do our best work with:
Professionals who have accumulated investment and retirement assets of $1,000,000 or more. These assets can be in brokerage, IRA, 401(k), 403(b), options accounts, and more.
Many of our clients are tech professionals. However, we are open to working with any client who is a great fit for our firm!
How does Archer Investment make money?
We charge a small percent of the assets we manage for you. The fee varies depending on the size of your portfolio. Typically these range from .5%-1%.
There are three important things that separate our firm from others.
- We only take on a limited number of clients. This means you’ll always get remarkable service and extremely personalized recommendations for your finances.
- We are a 100% fully digital firm. We operate paper-free and we pay thousands of dollars per year to use industry leading technology. The world class technology we use helps us minimize your taxes, trade costs, and maintain your custom Riskalyze (™) risk target.
- We are a fiduciary. Fiduciary is a fancy word that has a simple (and important!) meaning… we don’t get paid to steer you into buying overpriced investment products you don’t want or need.
Do you only work with tech professionals?
Nope! A large part of our clients are tech professionals. However, we are open to working with clients in all different fields. In our first 15-minute phone call, we will be able to determine if we are a good fit to work together.
The first step is for us to have a quick 15-minute call and determine if our expertise matches your needs. 4
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